How ePlaneAI Integrates with Salesforce to Streamline Procurement

The aviation industry runs on tight schedules, critical deadlines, and razor-thin margins. Procurement teams face mounting pressure to source parts quickly, manage vendor relationships, and ensure compliance with strict aviation standards. For many companies, the process has been slow, inefficient, and disconnected—until now.

When Salesforce integrates with ePlaneAI’s cutting-edge AI capabilities, including solutions like Email AI, Inventory AI, and AeroGenie, companies can transform aviation procurement with levels of efficiency unimaginable only a couple of decades ago. This powerful collaboration bridges gaps in traditional workflows, automates tedious manual tasks, and empowers teams with real-time insights for a more streamlined and effective procurement process.

This article explores how Salesforce integration can revolutionize aviation procurement.

The challenges in aviation procurement

Aviation procurement is complex, with unique challenges such as:

• AoG (Aircraft on Ground) scenarios: When a plane is grounded, every second counts. Delays in sourcing parts can lead to operational disruptions, canceled flights, lost customer trust, and major financial losses.
• Regulatory compliance: Procurement teams must adhere to stringent FAA, EASA, and other region-specific standards, ensuring every part meets airworthiness requirements for operationability and audit workflows.
• Fragmented data systems: Siloed systems hinder collaboration, causing delays in RFQ processing and order management.
• Manual workflows: From RFQ handling to inventory checks, manual processes are time-consuming and inefficient. 

These setbacks cost the aviation industry billions of dollars every year. But with the right tools, such as ePlaneAI solutions integrated with Salesforce, these bottlenecks can be eliminated.

Why Salesforce is a game-changer in aviation procurement

Salesforce is a leading CRM and workflow management platform used across 16 major industries, including transportation. Its ability to centralize data, automate workflows, and provide a 360-degree view of customer and supplier relationships makes it invaluable for procurement teams.

Salesforce on its own, however, is not tailored to meet the nuanced needs of the aerospace industry: That’s where ePlaneAI solutions like Email AI and Inventory AI step in, augmenting Salesforce’s capabilities with aviation-specific AI tools designed to speed up procurement.

How ePlaneAI integrates with Salesforce

The ePlaneAI-Salesforce integration combines CRM capabilities and AI-driven insights for seamless procurement workflows. Here’s how the integration works and what it offers:

Streamlined RFQ processing with Email AI

Manual RFQ handling is transformed for greater efficiency. Email AI automates the entire RFQ workflow within Salesforce, allowing teams to parse and analyze incoming RFQs using natural language processing (NLP), generate accurate quotes in minutes, and prioritize AoG and high-value RFQs to ensure faster response times.

This positions companies as reliable first responders, leveraging the primacy effect to edge out competitors and win more bids.

Real-time inventory data integration with Inventory AI

With Inventory AI, procurement teams can gain real-time visibility into inventory levels directly within Salesforce.

The benefits include avoiding overstocking or understocking, synchronizing inventory updates with ongoing procurement activities, and enabling dynamic pricing based on stock levels and changing demand forecasts. This helps ensure precise decision-making and reduces the costs associated with shortages and disposal of obsolescent parts.

Predictive analytics for smarter decisions

Inventory AI also integrates predictive analytics into Salesforce workflows to provide cost-saving insights such as shifting demands for specific parts based on historical data, external factors like weather or geopolitical events, and supplier performance and reliability.

Leveraging the efficiency and computational power of AI to analyze trends and flag anomalies helps procurement teams stay proactive and avoid delays and missed sales opportunities.

Dynamic vendor scoring and selection with AeroGenie

Reliable supplier performance is critical in aviation. AeroGenie, ePlaneAI’s AI-powered SQL assistant, uses machine learning to continuously evaluate vendors based on on-time delivery rates, defect rates, cost-effectiveness, and responsiveness to RFQs.

With these insights embedded in your Salesforce data, procurement teams can make smarter, unbiased decisions and build stronger supplier relationships with the objectively best partners.

Automated compliance monitoring 

Adhering to aviation regulations is non-negotiable, and ePlaneAI simplifies compliance by automating checks for regulatory adherence within Salesforce workflows. It generates audit-ready documentation for every transaction and can flag non-compliant bids or parts before any purchase orders are finalized. This reduces risks and ensures smooth operations.

Key benefits of ePlaneAI and Salesforce integration

Procurement teams that leverage ePlaneAI’s Salesforce integration see tremendous gains in efficiency, including faster RFQ turnaround times with the ability to respond to RFQs in minutes and secure the first-mover advantage.

It also offers cost savings by optimizing supplier contracts, reducing manual errors, and minimizing emergency purchases.

Improved supplier relationships are another win, as they help build trust with vendors through consistent, data-driven interactions. 

Regulatory confidence is also bolstered as teams can stay compliant with evolving aviation standards without adding an extra manual burden to their workflows.

How to get started with ePlaneAI and Salesforce integration

Ready to transform your aviation procurement workflows? The integration process with ePlaneAI and Salesforce is straightforward yet thorough, ensuring teams get the maximum value from these powerful solutions. Here’s how to begin:

Evaluate your current processes

Start by auditing your procurement workflows to pinpoint inefficiencies and areas where automation or AI could drive the most impact. Identify pain points such as:

• Delayed response times to RFQs
• Ineffective inventory management, leading to overstocking or stockouts
• Difficulty tracking and ensuring compliance with aviation regulations
• Lack of real-time insights into vendor performance or global supply and demand trends

ePlaneAI’s consulting services 

Expert consultants can help teams identify efficiency gaps and determine where ePlaneAI’s solutions can add the most value.

Integrate with Salesforce

ePlaneAI specializes in seamless integration with Salesforce and other CRMs, ensuring that its AI-powered solutions—like Email AI, Inventory AI, and AeroGenie—are fully embedded within your existing workflows.

Here’s what the integration process involves:

• Connect your Salesforce instance to ePlaneAI via APIs.
• Establish automated data flows to ensure real-time updates and synchronization between systems.
• Configure custom rules to reflect your procurement and compliance priorities, such as prioritizing AoG RFQs or ensuring regulatory compliance.

Customize dashboards and workflows

ePlaneAI’s solutions can be tailored to meet the specific needs of your team. This customization includes:

• Building dynamic dashboards in Salesforce that provide real-time insights into inventory levels, supplier performance, and procurement KPIs.
• Creating workflows for automatic RFQ prioritization, vendor scoring, and compliance monitoring.
• Enabling advanced features like predictive analytics to anticipate demand or highlight anomalies in procurement spend.

Leverage ePlaneAI’s training and support

To ensure a smooth transition, ePlaneAI provides extensive training and support for your team. This includes onboarding sessions, ongoing troubleshooting, and access to a dedicated account manager.

Continuously optimize and evolve

Regularly evaluate integration performance using ePlaneAI’s analytics tools. Insights gathered can be used to refine procurement strategies and adapt to changing market conditions. 

The future of aviation procurement made easier

The ePlaneAI-Salesforce integration is more than a technical solution—it’s a strategic advantage. Combining Salesforce’s CRM capabilities with ePlaneAI’s aviation-specific AI tools, procurement teams can overcome industry challenges, reduce costs, and streamline operations.

Take control of your procurement workflows today. Integrate ePlaneAI with Salesforce and experience the future of aviation procurement. Contact us now to get started!